ITR-2

For individuals and HUFs not having income under the head “Profits and gains of business or profession” but having capital gains, more than one house property, foreign income/asset reporting, etc. (subject to current notified conditions).

Pre-filing worksheet

Note: Drafting aid only. Confirm schedule-wise requirements on the portal and in applicable tax laws.

Identity & year

Assessment year PAN Name

Salary & house property (summary)

Salary / pension (net after section 16) House property 1 — net income / loss House property 2 — net income / loss

Capital gains — listed shares / mutual funds (STT paid)

Short-term (Section 111A) — gains Long-term (Section 112A) — gains after ₹1 lakh exemption (working)

Capital gains — other (property, unlisted, etc.)

Short-term — other than 111A Long-term — with indexation / without (as applicable) Key notes (asset, dates of sale)

Other sources & deductions

Interest, dividend (taxable) Chapter VI-A total Taxes paid (TDS + advance tax)